Our Financial Process

How we go above and beyond to help you.

Our 6 Step Financial Process

"Understanding your financial situation and asking for help can feel stressful, which is why our financial process is broken down into 6 simple steps.

Step 1

Your Goals

I (Tracy) will meet with you to establish your circumstances, concerns and well as your goals and life aspirations. This is done in person, virtually or over the telephone.

Step 2

Your Information

The TJD team gather your personal and financial data that is relevant to evaluate any financial risks and gives us a clearer picture of how we can help.

Step 3

Analysis

This is where we complete the preparatory work. We use the information given to assess your current position, and how you got there and start mapping out how we can help get you to your ideal goal.

Step 4

Design your Strategy

We then draft a personal report for you that includes our recommendations and a variety of different financial strategies to choose from to get you to where you need to be. Don't worry, we will walk you through each one to come to the right decision.

Step 5

Implementation

After we have examined and agreed on the ideal strategy, we help you create a plan over a set period. Each stage in your customised plan will give you clear objectives to help us reach your goals.

Step 6

Regular Reviews

All our clients get the opportunity to meet with us regularly to check in on your progress and the next steps in your plan.(Or just to answer any follow-up questions over a friendly cuppa.)

Google Reviews

Take a look at our Google Reviews.

      EXCELLENT  
   Based on 28 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Lauren Gladding 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have always used Tracy and team for all our mortgage needs and we wouldn’t go anywhere else. Highly recommended.
  
 
      Posted on Google  
   
   Adam Burns 
 
 
 
 Trustindex verifies that the original source of the review is Google. TJD Financial Services are an excellent company who were able to help us obtain our first mortgage. Even through we had unique circumstances it was never an issue. Tracy is an incredible member of the team and was able to answer all the questions we had, she was able to find the right product for us. Any time we had an issue she was able to help us! Thank you Tracy and the whole TJD team!

Cannot recommend anymore.
  
 
      Posted on Google  
   
   Steve Beard 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always a quick and professional service from TJD
  
 
      Posted on Google  
   
   Lynn Wilson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Service
  
 
      Posted on Google  
   
   Frankie Welch 
 
 
 
 Trustindex verifies that the original source of the review is Google. We can’t thank Tracy & Justine enough for everything they have done and how easy they made the process, we can’t recommend them enough!!
  
 
      Posted on Google  
   
   Clint Cook 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tracy is a pleasure to deal with.
  
 
      Posted on Google  
   
   Anne Spencer-Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. We can't recomend Tracy and Justine enough. they were so helpful and knowledgeable throughout the whole re-mortgage process, absolutley brilliant.
  
 
      Posted on Google  
   
   Matt Brooks 
 
 
 
 Trustindex verifies that the original source of the review is Google. Can't thank Tracy and Justine enough for taking away the stress of our remortgage. Fantastic service and great communication. Kept an eye on changing rates for us and managed to switch us onto a lower rate earlier than expected.

Would highly recommend!
  
 
      Posted on Google  
   
   David Kelion 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tracy helped me with my application for a Lifetime Mortgage and gave excellent advice throughout the whole process.  I received essential information about equity release and everything was clearly explained in detail and any questions answered. I would highly recommend Tracy for a her caring, thoughtful and knowledgeable advice at all times.  With thanks.
  
 
      Posted on Google  
   
   Mark Kirk 
 
 
 
 Trustindex verifies that the original source of the review is Google. The whole process of our re-mortgage was easy and 'pain' free from start to finish. Even when there was a minor delay on the providers part that we didn't understand, it was dealt with and sorted very quickly.
  
 
  
  
 
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Client Testimonials

Find out what our clients say about us and me as Head Financial, Mortgage and Protection Consultant.

Tracy Jean Dove (TJD) was recommended to me as an adviser who cares about her clients. She took the time to establish what my intentions were for my retirement plans and explore my willingness to take risks in my investments. Her process was informal, relaxed, professional and informative. It gave me a clear understanding of how I could achieve my desired results.

- Steve Ferguson

I want to take this opportunity to say thank you for your professional, courteous and swift response in helping me with my financial affairs. I would have no hesitation in recommending anyone to your company. Tracy and her colleagues are a credit to the company and will use you in the future.

- Andy Swaine

I recently had the pleasure of working with Tracy Dove as my mortgage broker, and I can't recommend her highly enough. Right from the beginning, Tracy stood out with her in-depth knowledge of the financial industry. She was not only responsive and professional but also extremely helpful. She turned what could have been a stressful journey into a smooth and rewarding experience. Thank you, Tracy!

- Yasmin Hassabu

Just a short review to thank Tracy for arranging the equity release on my property, and going the extra mile on keeping on top of all the hiccups along the way,

- Mike Matcham

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